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We Are What We Do: 7 Shifts to Build the Firm You Actually Want

Accounting firms are in the middle of a massive shift. The tools are changing, the expectations are higher, and the old ways of working just don’t line up with the firm we want to...

How Top Accounting Firms Onboard Clients in Half the Time

Be honest, have you ever thought, “Maybe I just won’t take new clients for a while”? Many firms have hit that wall. The one built from half-completed intake forms, missing W-2s,...

Building the Firm and Life of Your Dreams

Creating an Unforgettable Client Experience: The Last 10%

Why Experience Matters More Than Ever In today’s profession, accuracy and responsiveness are expected. Getting the return filed, the books reconciled, or the payroll run on time —...

Darren Root: The Simple Firm and the Path to Professional Freedom

In this episode of Canopy Practice Success, host KC Brothers sits down with Darren Root, CPA, author of The Simple Firm, and co-founder of Better Everyday. Together, they explore...

Adam Up Accounting: A Practice That Doesn’t Demand 60-Hour Weeks

Jason Staats: Smart Intake & The Future of Client Intake

When Jason Staats calls something “the coolest example of product AI I’ve seen yet,” you know it’s good. In this demo, Jason took Canopy’s newest release, Smart Intake, for a...

Engagement Letters in Accounting: What to Include, Avoid, and Automate

5 Admin Tasks AI Can Help Accounting Firms Automate

How Accounting Firms are Using AI to Save Time (and Sanity) If you run an accounting firm, you probably have a long list of tasks that eat up your team’s time. Think data entry,...

Ashley Carroll: The ROI of Relationships

In this episode of the Canopy Practice Success Podcast, host KC Brothers talks with Ashley Carroll, founder of Operations House, about what it really takes to build a firm that’s...

The Tax Season Switch That Changed Everything

From Map to Movement: Turning Advisory into Action

The Buzzword Problem In the accounting profession, few words get thrown around more than “advisory.” Every conference, every article, every software demo seems to make the same...